Axxcess Wealth Management
TILT icon

Axxcess Wealth Management’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Axxcess Wealth Management’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,175
Closed -$254K – 931
2024
Q4 		$254K Hold
1,175
– – 0.01% 724
2024
Q3 		$250K Sell
1,175
-136
-10% -$27.9K 0.01% 756
2024
Q2 		$262K Buy
+1,311
New +$256K 0.01% 696

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Axxcess Wealth Management's TILT Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q1 2025, closing a stake of 1,175 shares — an estimated $254K sold.

Axxcess Wealth Management first reported a position in TILT in Q2 2024 and held it in 3 quarters. The position peaked at $262K in Q2 2024. 103 funds tracked by Wall St. Rank hold TILT as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,175 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q1 2025, an estimated $254K.
  • Axxcess Wealth Management first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $262K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.